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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,247 | $56,054-31.8% | $171,082-77.6% | $62,881-39.2% |
| Participation rate | 80.0% | 62.9%+17.1pp | 76.7%+3.3pp | 69.3%+10.7pp |
| Annual return | 6.15% | 22.52%-16.4pp | 32.56%-26.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,005 | $1,731-41.9% | $4,002-74.9% | $2,281-55.9% |
| Participant deferral / active EE | $2,194 | $3,158-30.5% | $4,797-54.3% | $3,203-31.5% |
| Admin fee / account holder | $4,651 | $3,647+27.5% | $8,520-45.4% | $4,296+8.3% |